Align Wealth Strategies - Lancaster (PA)

Thomas Lyons I have the pleasure of speaking to Mr. Early About trying to help my aunt get a document she needed. He was incredible and had a wonderful demeanor. He gave us all of the information we need and we truly appreciate it. Thank you!

Wendy Borne Thank you Janean and Jeff. As a new business owner I was unsure, and frankly a little anxious about my bookkeeping and tax preparation. My experience with Account Masters has given me confidence, peace of mind and encouragement to keep expanding my business. I appreciate your kindness, patience, knowledge and professionalism! I highly recommend Account Masters!

Beans and Friends Denise was very helpful when we were looking to switch home insurance. She’s lent the time to help us find a plan that was right for us and walked us through the policy so we understood exactly what we were getting. She was great about answering all questions and gave us a comprehensive plan that included everything we had under our old insurance policy, but with even more coverage at a lower rate. She was extremely friendly and knowledgeable. We highly recommend Denise!

Tony C We officially started with DB Root in March 2023, and we could not possibly be happier. We were referred by a family member and only regret not starting sooner. Jeremy, Taylor and Jody have been gracious, responsive and thorough. Every question weve had (which have been many) has been responded to quickly and again, thoroughly. My wife and I lost our jobs at the same time and there was a lot of uncertainty...what to do with 401K, company stocks, etc. We were looking for guidance and instruction throughout the process and thats exactly what we have received. We look forward to a continued great relationship for years to come.

Sarah Slater Working with the Speakman Financial Team feels like working with family. Theyre trustworthy, very professional and knowledgeable, and realistic when it comes to your finances. Even for those who may not be very financially savvy, they do an excellent job of simplifying terms and checking in often to make sure you understand whats happening with your money. I would highly recommend the Speakman Financial Group!